See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,274 | $53,516-97.6% | $126,539-99.0% | $84,808-98.5% |
| Participation rate | 72.9% | 58.2%+14.7pp | 69.8%+3.1pp | 68.3%+4.6pp |
| Annual return | 8.02% | 58.34%-50.3pp | 425.95%-417.9pp | 40.90%-32.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $712 | $2,671-73.3% | $4,083-82.6% | $4,212-83.1% |
| Admin fee / account holder | $236 | $4,497-94.7% | $6,065-96.1% | $7,344-96.8% |